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Advisor OS’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Advisor OS’s Portfolio RSPG Stock Details RSPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,409
Closed -$279K – 477
2025
Q1 		$279K Buy
3,409
+56
+2% +$4.51K 0.03% 342
2024
Q4 		$256K Buy
3,353
+416
+14% +$33.2K 0.03% 357
2024
Q3 		$225K Buy
2,937
+255
+10% +$20.1K 0.02% 371
2024
Q2 		$216K Buy
+2,682
New +$219K 0.02% 361

Other funds holding RSPG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor OS's RSPG Position: Q2 2025 in Review

Advisor OS sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2025, closing a stake of 3,409 shares — an estimated $279K sold.

Advisor OS first reported a position in RSPG in Q2 2024 and held it in 4 quarters. The position peaked at $279K in Q1 2025. 125 funds tracked by Wall St. Rank hold RSPG as of Q2 2025.

  • Advisor OS reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor OS sold 3,409 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2025, an estimated $279K.
  • Advisor OS first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2024 and held it in 4 quarters.
  • Advisor OS's Invesco S&P 500 Equal Weight Energy ETF position peaked at $279K in Q1 2025.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2025.

Based on Advisor OS's 13F filing for Q2 2025, filed 14 Aug 2025.